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Asset Allocation Strategies LLC: VTIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Allocation Strategies LLC on VTIP, newest first. How the timeline and the estimate are built.

Asset Allocation Strategies LLC held 44,806 VTIP shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,806 shares
    Change vs previous 13F -4,006 shares

    0.35% of the 13F portfolio, value $2,250,614.

    13F-HR 0001922879-26-000003 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,812 shares
    Change vs previous 13F -3,747 shares

    0.43% of the 13F portfolio, value $2,438,143.

    13F-HR 0001922879-26-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,559 shares
    Change vs previous 13F -5,730 shares

    0.48% of the 13F portfolio, value $2,599,581.

    13F-HR 0001922879-26-000001 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,289 shares
    Change vs previous 13F -10,471 shares

    0.58% of the 13F portfolio, value $2,951,188.

    13F-HR 0002035543-25-000004 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,760 shares
    Change vs previous 13F -8,679 shares

    0.76% of the 13F portfolio, value $3,456,559.

    13F-HR 0001922879-25-000005 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,439 shares
    Change vs previous 13F -12,080 shares

    0.96% of the 13F portfolio, value $3,864,190.

    13F-HR 0001922879-25-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,519 shares
    Change vs previous 13F -34,076 shares

    1.05% of the 13F portfolio, value $4,376,601.

    13F-HR 0001922879-25-000003 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,595 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $6,094,450.

    13F-HR 0002035543-24-000002 filed by Asset Allocation Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).